OpenRouter said its users spent more on OpenAI models over Anthropic's models. OpenAI hasn't led Anthropic on OpenRouter for 2.5 years.

Meta CEO Mark Zuckerberg penned a missive on AI regulation that boiled down to this: Frontier labs need to get it together. In an X post that rhymed with the take from Nvidia CEO Jensen Huang, Zuckerberg said:

"Meta delayed shipping Muse for several months to focus on safety and security. We didn't call for everyone else to do this before we would. We just did it as part of our day-to-day work because it was clearly the right thing for people and for us. I'm proud of the security foundations we've built."

I'll suspend disbelief that this is coming from a guy who made all of his money addicting people to social media, but he has a point.

See: Anthropic CEO Amodei: Think of AI safety like car safety

Amazon Web Services said it can't restore services to its cloud facilities in Bahrain and parts of the UAE. The data centers were hit in the US-Iran war in March. The company posted the update on its Health Dashboard in the first comments since April.

Via CNBC.

Mayo Clinic and Thermo Fisher Scientific launched Precure LLC to create a leading biomedical rsearch dataset to idenfify early biological signals of disease. The dataset will integrate proteomic, genomic and longitudinal clinical data.

The goal is to use the dataset to develop treatments for diseases well before they are diagnosed. Mayo Clinic will be the majority shareholder.

Google launched Gemini 3.8 Live and 3.8 Live Extended Thinking, which represent the company's most advanced live dialogue models. The upgrades are designed to make it easier to collaborate and carry out advanced tasks with voice.

• Gemini 3.8 Live is built for scale and cost efficiency.
• Gemini 3.8 Live Extended Thinking is for multi-step reasoning and complex tasks.

An EY survey found that 47% of enterprises have not applied its AI governance processes for urgent deployments even though 98% of them have policies in place. In addition, EYU found that agentic AI is creating new governance challenges with 26% of respondents saying they can't detect unauthorized agents operating internally.

The flap over the LLM pacing debate continues and frankly my eyes are glazing over every time I read the latest headline. For enterprises, this regulation debate misses the point. You could slow LLM frontier development for another year and enterprises can still leverage productivity gains. Here's the fallout so far:

• Cybersecurity is surging. You thought Mythos drove returns for cybersecurity companies just wait what the end of the world will do. Those gains are reflected in cybersecurity shares today.
• SaaS is back. Frontier models aren't replacing SaaS anytime soon. Wall Street seems to agree. Think of all the risk you can offload to your SaaS providers as LLMs plot the end of the world.
• All of this performative regulation talk makes me wonder about ulterior motives, notably cementing the current frontier model duopoly.
• It's a bull market for regulation. OMG, all of this talk from Dario, Sam and even Elon has spurred talk of AI regulation even though most of Congress can't figure out their WiFi password.
• Nothing has changed over the weekend. Actually one thing changed: Now I really can't wait for those Anthropic risk factors. File the S-1 already!
• Career tip go to school to be an AI auditor.

Notebook entries so far pending something more intelligent to say. Intelligence seems to be in short supply so not really worth covering the minute-by-minute play by play.

So far:

• Microsoft releases its code of conduct for its Microsoft AI models
• This is causing everybody to rethink what is going on in AI: R 'Ray' Wang
• Microsoft CEO Satya Nadella on pacing, alignment
• Anthropic CEO Dario Amodei pens AI pacing missive, forgets the liability angle

If you wanted some bedtime reading be sure to create a PDF and read Microsoft's Code of Conduct for its Microsoft AI models. It covers scenarios, behavior and even writing tone.

Zendesk launched Specialized Agents, which are AI agents that combine the indsustrial knowhow of Industry Agents with the ability to adapt like one of Zendesk's Custom Agents.

Microsoft CEO Satya Nadella commented on the alignment debate started over the weekend. He said:

"We welcome the research, focus, and deliberate pacing needed to get alignment right as the design goal. We also welcome ideas like "embedded evaluators" and the broader efforts to develop the mechanisms to make this more than just talk.

The key is that this cannot be controlled by a handful of entities, but must have broad representation across the ecosystem, countries, and fields, including academia.

This is the approach we are taking: broad access and choice at every layer of the AI stack; enterprise control of learning loops and models; and the “Code of Conduct” that underlies our own first party MAI models that we’ll publish tomorrow for public consultation."

Anthropic CEO Dario Amodei posted a personal blog arguing that AI labs should better pace their releases when there are big leaps, use embedded evaluators that would have editorial freedom and access, coordinate to have common safety standards in democratic nations and put limits on unchecked AI progress. Amodei also said democratic governments should also attempt to coordinate with authoritarian governments if possible.

This missive, which apparently has the buy-in from SpaceX CEO Elon Musk and OpenAI CEO Sam Altman, is the latest chapter of the big American AI freakout. That freakout has only ramped since Jacob Coxon, an Anthropic researcher, quit over safety concerns that AI labs are building systems they won't be able to control. In a Wall Street Journal story, Coxon posted a long thread on X about his decision.

A few thoughts:

• Amodei is trying to look like the AI grown-up and get ahead of the regulation backlash to AI (while poking OpenAI in the eye).
• Amodei’s essay spends a good chunk of time on recursive self improvement, which is what makes AI agents dangerous. Well, you could just stop doing recursive self improvement.
• And finally, Amodei forgot something. L-I-A-B-I-L-I-T-Y. If your crazy AI agents jump your sandbox and safeguards and hack me or my company (think OpenAI-Hugging Face incident), I should be able to sue you for damages. It's no different than a rabid dog that hops the fence. These AI agents are your creations and they jumped your safeguards. Liability would end this mess in a hurry or at least lead to better safeguards.

Let’s cue up AC/DC’s Who Made Who.

Who sues who?

Who sues you?

Anthropic’s latest threat intelligence report highlights how the company disrupted efforts to misuse Claude for cyberattacks, influence operations and surveillance. The company also detailed distillation efforts by Chinese companies including Moonshot and DeepSeek.